Estate & Tax Planning Simplified with Dallo Estate Planning
Join us on Thursday, March 14th at 6 p.m. at the Lourdes Healthcare & Rehabilitation Building.
An Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.
You will learn the following topics, in easy to understand terms:
- The advantages and disadvantages of Wills and Living Trusts
- How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away)
- How Probate Court works and why you may want to avoid it for your family
- Why putting property in your children’s names may be a mistake
- Protecting your home from being swallowed up by nursing home care
- Protecting your heirs inheritance from lawsuits, divorce and spend-thrifts
- Best practices for naming retirement accounts and Life Insurance beneficiaries
- How can I protect my beneficiary’s inherited assets from divorce, future taxation, and other claims?
- Tools and strategies available to help reduce your tax burden in retirement
- HOW THE NEW SECURE ACT AFFECTS YOUR TRUST AND/OR RETIREMENT ACCOUNTS
This seminar is designed to help you and your family avoid the most common costly mistakes. Be our guest at this unique and FREE educational presentation.
Your Host Joe Dallo, AIF®, J.D.
Joe Dallo, AIF®, J.D. is a retirement risk mitigator at Dallo Financial. Mr. Dallo’s legal experience and knowledge in estate planning allow him to comprehensively understand your situation and provide holistic, tailored advice. As a financial engineer, he is held to a fiduciary standard, meaning that he acts in your best interests. Joe strives to give his clients quality work product and is committed to client satisfaction. Outside of his professional endeavors, Joe is a dedicated family man, cherishing moments with his wife and their three children. His interests extend to traveling, enjoying sports like hockey and football, and staying abreast of the latest technological advancements.
(Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. LPL Financial and Dallo Financial & Financial Focus are not affiliated.)